Current Report · Items 2.02, 8.01, 9.01 · 8-K

Accelerant Holdings

ARXNYSEEQUITYCurrent

Results of Operations and Financial Condition · Other Events

Filed Aug 13, 2026Accepted Aug 13, 2026, 7:57 AM EDTCIK 1997350Accession 0001193125-26-347925

Company context

Accelerant was founded in 2018 by three industry veterans with over 100 years of collective experience in the insurance and reinsurance industries. They experienced first-hand the structural inefficiencies and fragmentation of the insurance market. There were too many intermediaries operating across siloed entities, resulting in a lack of customer prioritization and excess costs. Antiquated technology, poor data quality, and insufficient transparency has led to information asymmetries, inaccurate pricing, misaligned incentives, and inconsistent capital availability. Our founders were determined to build a platform to solve these issues. By democratizing data and aligning incentives in a single platform, Accelerant strives to deliver better outcomes for all Risk Exchange participants.

Current securities

ARXNYSE · EQUITY · Current

Recent company filings

Disclosure sections

Items 2.02, 8.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations

Item 2.02. Results of Operations and Financial Condition. On August 13, 2026, Accelerant Holdings (the “Company,” “we,” or “our”) issued a press release relating to our earnings for the second quarter ended June 30, 2026 (the “Earnings Release”). We have attached a copy of the Earnings Release as Exhibit 99.1. The information contained in Item 2.02 of this Report (as well as in Exhibit 99.1 attached hereto) is furnished and shall not be deemed to be “filed” for purposes of Section 18 of the Securities and Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, and such information shall not be deemed to be incorporated by reference into any of the Company’s filings under the Securities Act of 1933, as amended, or the Exchange Act.

Item 8.01Item 8.01 - Other Events

Item 8.01. Other Events. On August 13, 2026, the Company and Thoma Bravo issued a joint press release announcing the execution of an Agreement and Plan of Merger (the “Merger Agreement”), by and among the Company, Cherry Tree BidCo, a Cayman Islands exempted company (“Parent”), and Cherry Tree Merger Sub, a Cayman Islands exempted company and a wholly owned subsidiary of Parent (“Merger Sub”). Pursuant to, and subject to the terms and conditions set forth in, the Merger Agreement, Merger Sub will merge with and into the Company, with the Company continuing as the surviving company and becoming a wholly owned subsidiary of Parent (the “Merger”). Parent and Merger Sub are affiliates of Thoma Bravo Discover Fund V, L.P. (“Sponsor”), an investment fund managed by Thoma Bravo. A copy of the joint press release is attached hereto as Exhibit 99.2 and is incorporated herein by reference. The information required to be reported on Form 8-K with respect to the Merger Agreement will be filed in a separate Current Report on Form 8-K.

Filed exhibits (2)

EX-99.1 (by filename) d286225dex991.htm

EX-99.1 2 d286225dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Accelerant Announces Second Quarter 2026 Results Accelerant Cancels Earnings Conference Call Following Announcement of Agreement with Thoma Bravo to Become a Private Company Second Quarter 2026 Results Exchange Written Premium of $1.32 billion grew 23% year-over-year Third-Party Direct Written Premium accounted for 47% of Exchange Written Premium volume ─────────────────────────────────────────────────────────────────────────────────────────── Pre-tax income of $87 million, net income of $80 million, and net income per diluted share of $0.36 Adjusted net income of $70 million increased 165% over the prior year, and adjusted net income per diluted share of $0.32 increased 146% over the prior year Adjusted EBITDA of $93.1 million and adjusted EBITDA margin was 30.6%, up from 29.0% in the prior year Repurchased 4,725,968 Class A common shares for $66 million; the company has approximately $123 million of remaining authorization under its share repurchase program ATLANTA - (BUSINESS WIRE) - Accelerant Holdings (NYSE: ARX), the data-driven risk exchange platform transforming the specialty insuran…

Open exhibit ↗

EX-99.2 (by filename) d286225dex992.htm

EX-99.2 3 d286225dex992.htm EX-99.2 EX-99.2 Exhibit 99.2 Accelerant Enters into Definitive Agreement to be Acquired by Thoma Bravo Accelerant Shareholders to Receive $20.25 per Share in Cash, Representing a 49% Premium to Accelerant’s Closing Share Price on August 12, 2026 August 13, 2026 - Accelerant (NYSE: ARX), the data-driven risk exchange platform transforming the specialty insurance marketplace through the Accelerant Risk Exchange, today announced that it has entered into a definitive agreement with Thoma Bravo to become a privately held company in an all-cash transaction with an enterprise value of more than $4 billion. Under the terms of the agreement, Accelerant Class A and Class B stockholders will receive $20.25 per share in cash, representing a 49% premium to Accelerant’s closing share price on August 12, 2026. “Accelerant has been building the preeminent specialty insurance marketplace since our founding in 2018,” said Jeff Radke, Chairman and CEO of Accelerant. “Returning to private ownership with Thoma Bravo’s technology and software expertise, coupled with its vast financial and strategic resources, will enable us to make investments that further position…